Skip to content
Disclosery

SWP FINANCIAL LLC: VO position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of SWP FINANCIAL LLC on VO, newest first. How the timeline and the estimate are built.

SWP FINANCIAL LLC held 39,538 VO shares at 2026-06-30 per its 13F-HR filed 2026-07-24.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 39,538 shares
    Change vs previous 13F +29,432 shares

    1.47% of the 13F portfolio, value $3,185,540.

    13F-HR 0001951757-26-001063 filed by SWP FINANCIAL LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  2. period ended2026-03-31
    13F 10,106 shares
    Change vs previous 13F +8 shares

    1.48% of the 13F portfolio, value $2,902,280.

    13F-HR 0001951757-26-000639 filed by SWP FINANCIAL LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  3. period ended2025-12-31
    13F 10,098 shares
    Change vs previous 13F +384 shares

    1.47% of the 13F portfolio, value $2,930,642.

    13F-HR 0001951757-26-000174 filed by SWP FINANCIAL LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  4. period ended2025-09-30
    13F 9,714 shares
    Change vs previous 13F +207 shares

    1.45% of the 13F portfolio, value $2,853,390.

    13F-HR 0001951757-25-001269 filed by SWP FINANCIAL LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  5. period ended2025-06-30
    13F 9,507 shares
    Change vs previous 13F -92 shares

    1.46% of the 13F portfolio, value $2,660,344.

    13F-HR 0001951757-25-000894 filed by SWP FINANCIAL LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  6. period ended2025-03-31
    13F 9,599 shares
    Change vs previous 13F -264 shares

    1.52% of the 13F portfolio, value $2,482,493.

    13F-HR 0001951757-25-000494 filed by SWP FINANCIAL LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  7. period ended2024-12-31
    13F 9,863 shares
    Change vs previous 13F -93 shares

    1.57% of the 13F portfolio, value $2,605,114.

    13F-HR 0001951757-25-000091 filed by SWP FINANCIAL LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  8. period ended2024-09-30
    13F 9,956 shares
    Change vs previous 13F not available

    1.6% of the 13F portfolio, value $2,626,691.

    13F-HR 0001951757-24-001109 filed by SWP FINANCIAL LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).